Salesforce Integration
The Salesforce integration is available to customers on the Collaborate plan and above.
If this integration does not locate an existing contact record to associate a notification with, the integration will create a new Contact record in Salesforce.
Set up the Integration
- Log in as an Admin of your Trust Center
- Click on the Manage drop down at the top of your Trust Center
- From the menu that appears, click on Integrations
- On the Integrations page, click Enable to the right of Salesforce
- In the pop-up that appears, click on Connect to connect on the Integration
- When you connect the integration, you'll be prompted to authorize the integration into your Salesforce instance
- Once connected, activate available workflows by clicking the Configuration tab
- If you are looking to set up a NDA bypass you will want to toggle on the bottom option, NDA Status Sync
- For this workflow to function, you will need to select "Account" for the Object with field to sync dropdown
- It works best to select a Salesforce checkbox field for Map NDA status sync to this field
- Any text in a dropdown selection or textfield will be considered as true regardless of the text context
- If you are looking to set up a NDA bypass you will want to toggle on the bottom option, NDA Status Sync